HighMark Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.1K | Buy |
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|
2025
Q2 | $43.8K | Buy |
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2025
Q1 | $33.1K | Buy |
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|
2024
Q4 | $35.8K | Buy |
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|
2024
Q3 | $32.3K | Buy |
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|
2024
Q2 | $27.5K | Hold |
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|
2024
Q1 | $25K | Buy |
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|
2023
Q4 | $21.1K | Buy |
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|
2023
Q3 | $10.9K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $8K | Buy |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $34K | Buy |
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